The Loan Officer Associate position is designed to assist branch Loan Officers (LOs) while preparing the Loan Officer Associate (LOA) to grow into a Loan Officer position. The LOA will complete various on line and classroom educational sessions while receiving operational training by assisting the LOs with loan application procedures. Prepare loan application documents ba

Sales Build and retain meaningful relationships with new and existing customers by identifying needs and educating them about the features and benefits of First American Bank personal banking products. Plan, prepare, and deliver a tailored sales presentation ensuring our products and services are effectively presented to the customer. Identify and engage in sales conversa

Develop referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by comple

Service Manage customer experience, ensuring satisfactory service standards and appropriate resolutions are achieved. Assist in customer issue resolution in person or via phone. This includes performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary. Collaborate with internal business units to ensure a cohesive customer

Manage, with the supervision of the Assistant General Counsel, transactions from start to finish, including drafting NDAs and term sheets, organizing and managing the due diligence and closing processes, drafting definitive transaction documents, working cross functionally with business leaders to prepare for closing, executing the closings, and supporting post closing in

Service Manage customer experience, ensuring satisfactory service standards and appropriate resolutions are achieved. Assist in customer issue resolution in person or via phone. This includes performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary. Collaborate with internal business units to ensure a cohesive customer

Provide legal counsel to the AMA Insurance business unit Support the General Counsel to provide legal counsel to the AMA Insurance business unit on a variety of legal issues, including o legal research o drafting and reviewing a wide variety of business agreements and related documentation supporting the AMA Insurance's activities o audits and regulatory filings o dispute

Identify customers' and non customers' financial needs and sell all appropriate products and services. Service customer accounts as needed and proactively communicate with customers to ensure their financial needs are met. Identify needs based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Perform basic teller tr

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Partner with Morningstar Retirement and Morningstar Funds Trust to provide ongoing compliance support and guidance Review marketing materials and RFPs Assist in due diligence and other recurring investment company tasks including those regarding sub advisers and service providers Create compliance related training materials Undertake SEC filings, including Forms 13F, 13H,

Acquire a deep understanding of and outlook for covered companies and industries by gathering and interpreting relevant regulatory filings, reports, news, and data to create an investment mosaic. Maintain intrinsic value estimates for covered companies based on our proprietary discounted cash flow model Regularly publish detailed company reports and in depth notes aimed a

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy t

77 West Wacker Dr (35012), United States of America, Chicago, Illinois Director, Corporate Development The Integration Advisory Director will be a key member of the Integration Advisory Group. They will advise on Integration scoping and planning on behalf of all Corporate Development Transactions, including our recently announced transaction with Discover, and will support

As the front line client ambassador for Centier, the Universal Banker is cross trained to provide a remarkable experience for clients. This position will have a thorough understanding of the client's transaction requirements and be able to effectively communicate all available options to them. They are accountable for educating clients, retaining, and deepening existing b

Sales Build and retain meaningful relationships with new and existing customers by identifying needs and educating them about the features and benefits of First American Bank personal banking products. Plan, prepare, and deliver a tailored sales presentation ensuring our products and services are effectively presented to the customer. Identify and engage in sales conversa